Institutional Ownership First Tr Vi Mid Cap Us Equity (RNMC)
This table provides information about the institutional ownership of First Tr Vi Mid Cap Us Equity (RNMC). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
835
shares
|
$28,465
0.0% of portfolio
|
Q3 2025
Reduced 14.8%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
816
shares
|
$27,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
265
shares
|
$9,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
192
shares
|
$6,545
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$3,068
0.0% of portfolio
|
Q1 2020
Added 294.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
52
shares
|
$1,772
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$68
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|